> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetjamie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio

> Let Jamie find people, companies, and deals in Attio, and save meetings back as notes and calls

## Set up for yourself

Works on all plans. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.

**1. In Attio**

Nothing to prepare. You sign in with your own Attio login.

**2. In Jamie**

1. Open [**Settings → Agent → Connectors**](https://app.meetjamie.ai/settings/agent#connectors)
2. Find **Attio** and click **Connect**
3. In the popup, sign in to Attio and approve access

Jamie works as you in Attio, so it sees only what your Attio account can see. Your own connection uses Attio's own connector.

## Set up for the workspace (admins only)

Needs the Team or Enterprise plan. Only [workspace workflows](https://docs.meetjamie.ai/agent/workflows.md#workspace-workflows) use this connection. Jamie signs in with an Attio access token and uses its own Attio connector, which can do more with meetings.

**1. In Attio**

1. Sign in as an Attio admin. Only admins can create access tokens
2. Open **Workspace settings → Developers** and create an access token for Jamie. See [Attio's guide to access tokens](https://attio.com/help/reference/apps/generating-an-api-key)
3. Choose the token's permissions. Attio calls them scopes. They decide what workflows can read and write
4. Copy the token

**2. In Jamie**

1. Open [**Settings → Agent → Connectors**](https://app.meetjamie.ai/settings/agent#connectors)
2. Find **Attio** and click **Connect**
3. Choose **Connect for the workspace**. If you already connected Attio for yourself, click **Connect for the workspace** on the second **Attio** row instead
4. Paste the token into **Attio access token** and click **Save Attio key**

Workspace workflows act as the access token, not as the person whose meeting it is. When Jamie writes a note, it names that person.

## What Jamie can do

Jamie can:

* Find people, companies, and deals, and read their details and notes
* Add or update notes, such as a meeting summary
* With the workspace connection, save a meeting as a native Attio call, with the full transcript

Jamie can do more than this list. With the workspace connection, it can't delete anything in Attio.

Try asking: *"Add a note with this meeting's summary to Acme in Attio"*

## Disconnect

* **Your own connection.** Open **Attio** in [**Settings → Agent → Connectors**](https://app.meetjamie.ai/settings/agent#connectors) and click **Disconnect Attio**.
* **The workspace connection.** Open the **Attio** row that says **Connected for the workspace**. Under **Workspace connection**, click **Disconnect**. Workspace workflows that use Attio pause. They start again when a workspace admin connects Attio again.


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